See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,575 | $68,719-70.1% | $91,541-77.5% | $84,808-75.7% |
| Participation rate | 68.8% | 64.5%+4.2pp | 69.8%-1.0pp | 68.3%+0.4pp |
| Annual return | 15.42% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $952 | $1,920-50.4% | $2,505-62.0% | $2,631-63.8% |
| Participant deferral / active EE | $1,223 | $3,136-61.0% | $4,008-69.5% | $4,212-71.0% |
| Admin fee / account holder | $377 | $5,786-93.5% | $6,956-94.6% | $7,344-94.9% |